Filed July 20, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,170 | $30,400+25.6% | $53,898-29.2% | $84,808-55.0% |
| Participation rate | 97.8% | 46.4%+51.3pp | 55.0%+42.8pp | 68.3%+29.5pp |
| Annual return | 11.90% | 500.19%-488.3pp | 528.60%-516.7pp | 40.90%-29.0pp |
| Employer contribution / active EE | $1,252 | $603+107.7% | $932+34.3% | $2,631-52.4% |
| Participant deferral / active EE | $2,260 | $1,199+88.6% | $1,826+23.8% | $4,212-46.3% |
| Admin fee / account holder | $1,532 | $1,993-23.1% | $2,491-38.5% | $7,344-79.1% |